NEFOX Rating, Research - Natixis Harris Associates Large Cp Val A

Natixis Harris Associates Large Cp Val A (nefox)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 82

Threats + Weaknesses = 53

When strengths & opportunities substantially exceed threats & weaknesses an investment in the nefox mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Natixis Harris Associates Large Cp Val A (NEFOX) Description: NEFOX is a mutual fund, which is an investment that owns a basket of assets. The NEFOX mutual fund was provided by Natixis and this investment vehicle derives the majority of its value from equity holdings (stocks). Natixiss mutual fund has a medium management tenure and is in the average fund size classification. NEFOXs minimum initial investment amount is $2500 while the IRA minimum is $1000. NEFOXs expense ratio is roughly 1%. The latest NEFOXs front end load was 6% and the back end load was 0%. The Natixis Harris Associates Large Cp Val A (NEFOX) mutual fund falls under the large-cap mixed category. NEFOX focuses its investments in USA and NEFOX is not affiliated with a particular industry or fund sector. The Natixis Harris Associates Large Cp Val A (NEFOX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find NEFOXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of NEFOXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund normally invests assets primarily in equity securities (see equity research). It may invest in the stock of growth companies, value companies, or in a combination of growth and value companies. The fund may invest assets in companies of any size, and generally focuses on companies with large capitalizations. It may invest in foreign securities and derivatives.

Management Analysis Update

Performance Analysis Update